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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-12 |
| NJ | RA | APPROVED | 2024-07-24 |
| TX | RA | APPROVED_RES | 2024-07-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Manasquan | NJ | 05/2016 | 07/2024 |
| Lpl Financial Llc | Manasquan | NJ | 07/2024 | Present |
1) 05/14/2024 - Lockwood Financial Group - Business Entity For Tax/Investment Purposes Only - Sole owner - NJ 08736 - Non investment related - 120 Hours per month - Start date: 01/01/1998. 2) 05/14/2024 - Harbor Lights Financial Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 40 Hours per month. 3) 05/14/2024 - Harbor Lights Property Management LLC - Real Estate Rental - Co-owner - NJ 08736 - Investment related - Start date: 03/01/2003. 4) 05/14/2024 - Freedom Financial Partners, LLC - Business Entity For Tax/Investment Purposes Only - Co-owner - NJ 08736 - Non investment related - 1% Time spent - Start date: 12/01/2021. 5. 03/14/2025 - Harbor Lights Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At reported Business Location - Start Date: 03/13/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-22 |
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